Seaport Res Ptn Issues Positive Estimate for PayPal Earnings

PayPal Holdings, Inc. (NASDAQ:PYPL) – Analysts at Seaport Res Ptn increased their Q1 2025 EPS estimates for shares of PayPal in a report issued on Tuesday, February 4th. Seaport Res Ptn analyst J. Cantwell now anticipates that the credit services provider will post earnings of $1.16 per share for the quarter, up from their previous estimate of $1.01. The consensus estimate for PayPal’s current full-year earnings is $4.58 per share. Seaport Res Ptn also issued estimates for PayPal’s Q3 2025 earnings at $1.29 EPS, Q4 2025 earnings at $1.37 EPS, FY2025 earnings at $5.00 EPS, Q2 2026 earnings at $1.29 EPS, Q4 2026 earnings at $1.76 EPS and FY2026 earnings at $5.60 EPS.

PayPal (NASDAQ:PYPL) last posted its quarterly earnings data on Tuesday, February 4th. The credit services provider reported $1.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.11 by $0.08. The firm had revenue of $8.37 billion during the quarter, compared to the consensus estimate of $8.27 billion. PayPal had a net margin of 14.08% and a return on equity of 23.44%. The business’s revenue for the quarter was up 4.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.48 EPS.

PYPL has been the subject of several other reports. Susquehanna upped their price target on shares of PayPal from $94.00 to $101.00 and gave the stock a “positive” rating in a report on Monday, January 6th. Keefe, Bruyette & Woods increased their price objective on PayPal from $92.00 to $104.00 and gave the company an “outperform” rating in a report on Monday, December 9th. Needham & Company LLC restated a “hold” rating on shares of PayPal in a research report on Wednesday. Citigroup raised their price objective on shares of PayPal from $97.00 to $98.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, JPMorgan Chase & Co. upped their price target on PayPal from $80.00 to $90.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 30th. Fourteen investment analysts have rated the stock with a hold rating, twenty-one have issued a buy rating and one has issued a strong buy rating to the company’s stock. According to MarketBeat, PayPal currently has a consensus rating of “Moderate Buy” and an average price target of $89.29.

PayPal Price Performance

Shares of PYPL stock opened at $78.57 on Friday. The company has a quick ratio of 1.25, a current ratio of 1.25 and a debt-to-equity ratio of 0.49. The company has a market cap of $78.77 billion, a P/E ratio of 18.75, a P/E/G ratio of 1.49 and a beta of 1.44. PayPal has a twelve month low of $55.77 and a twelve month high of $93.66. The business has a fifty day simple moving average of $87.87 and a 200 day simple moving average of $79.39.

Institutional Investors Weigh In On PayPal

Hedge funds have recently made changes to their positions in the company. FMR LLC grew its holdings in PayPal by 86.3% during the 3rd quarter. FMR LLC now owns 16,762,080 shares of the credit services provider’s stock worth $1,307,945,000 after acquiring an additional 7,767,072 shares in the last quarter. Mizuho Securities USA LLC grew its position in shares of PayPal by 12,919.4% during the 3rd quarter. Mizuho Securities USA LLC now owns 10,500,000 shares of the credit services provider’s stock valued at $819,315,000 after acquiring an additional 10,419,351 shares during the period. Charles Schwab Investment Management Inc. increased its stake in shares of PayPal by 1.3% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 6,615,476 shares of the credit services provider’s stock worth $564,631,000 after purchasing an additional 84,337 shares in the last quarter. Primecap Management Co. CA lifted its holdings in PayPal by 21.6% in the 3rd quarter. Primecap Management Co. CA now owns 6,015,816 shares of the credit services provider’s stock valued at $469,414,000 after purchasing an additional 1,069,356 shares in the last quarter. Finally, World Investment Advisors LLC purchased a new stake in shares of PayPal in the 3rd quarter valued at approximately $387,435,000. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

PayPal Company Profile

PayPal Holdings, Inc operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. It operates a two-sided network at scale that connects merchants and consumers that enables its customers to connect, transact, and send and receive payments through online and in person, as well as transfer and withdraw funds using various funding sources, such as bank accounts, PayPal or Venmo account balance, PayPal and Venmo branded credit products comprising its installment products, credit and debit cards, and cryptocurrencies, as well as other stored value products, including gift cards and eligible rewards.